Melissa has more than 20 years of experience specializing in tax planning, consulting, and compliance services for high-net-worth families and their related entities. She advises individuals including investors, business owners and company executives on income, estate and gift tax, and fiduciary tax matters. She is a member of Keiter’s Family, Executive & Entrepreneur Advisory Services team.

Prior to joining Keiter, Melissa worked as a Tax Director in the northern Virginia office of BDO USA, P.C. in their high-net-worth practice and previously as a Tax Manager in the San Diego office of Deloitte as part of their Private Client Advisor team.

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Private Foundations vs. Donor-Advised Funds

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